Meeting agenda template: how to plan a meeting people don't dread

Good notes start before the meeting. An agenda tells everyone, including the note-taker, what to listen for.

In short
  • Start with one sentence: what this meeting must decide or produce.
  • List items as questions, with an owner and a time box.
  • Send it at least a day ahead with anything people must read.
  • Reuse the agenda headings as your notes skeleton.

The template

[Meeting] · [date] · [time] · [length]
Goal: by the end we will have decided / produced …

1. [Question to answer]   Owner · 10 min
2. [Question to answer]   Owner · 15 min
3. Actions and owners     Chair · 5 min

Read before: [links]

Write items as questions

"Pricing" invites a tour of opinions. "Do we keep the annual price for pilot customers?" invites a decision. Questions also tell the note-taker exactly what to write down: the answer.

Examples

Weekly team meeting: wins and blockers (10 min), one decision that needs the group (20 min), actions (5 min).

Client call: their goals for this call (5 min), update from us (10 min), open questions (10 min), agreed next step (5 min).

One-on-one: their topics first, then yours, then feedback, then actions. See the one-on-one template.

From agenda to notes

Copy the agenda into your notes and leave space under each item for Decided, Actions and Open. You'll arrive with your notes half-built. More in how to take meeting notes.

Questions people ask

What should be on a meeting agenda?
The goal of the meeting, items written as questions with an owner and time each, a slot for actions, and links to anything people should read beforehand.
How far in advance should I send an agenda?
At least a day before, so people can prepare or decide the meeting isn't needed.
What is the difference between an agenda and minutes?
The agenda plans what will be discussed. Minutes record what was decided.

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